PCS

Personal CFO Solutions Portfolio holdings

AUM $541M
1-Year Est. Return 19.91%
This Quarter Est. Return
1 Year Est. Return
+19.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$251M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1 +$25.7M
2 +$15.7M
3 +$5.47M
4
FIDU icon
Fidelity MSCI Industrials Index ETF
FIDU
+$5.47M
5
MNA icon
IQ ARB Merger Arbitrage ETF
MNA
+$4.49M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.77%
2 Technology 8.3%
3 Healthcare 7.52%
4 Communication Services 7.46%
5 Consumer Discretionary 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$233K 0.09%
+598
252
$232K 0.09%
+1,151
253
$230K 0.09%
+4,787
254
$230K 0.09%
+4,563
255
$220K 0.09%
+3,642
256
$216K 0.09%
+3,971
257
$216K 0.09%
+1,646
258
$215K 0.09%
+1,964
259
$213K 0.08%
+1,168
260
$212K 0.08%
+12,969
261
$210K 0.08%
+364
262
$209K 0.08%
+2,766
263
$206K 0.08%
+1,233
264
$201K 0.08%
+928
265
$201K 0.08%
+483
266
$200K 0.08%
+1,568
267
$200K 0.08%
+1,876
268
$178K 0.07%
+11,955
269
$169K 0.07%
+10,940
270
$165K 0.07%
+33,613
271
$147K 0.06%
+15,304
272
$138K 0.06%
+15,051
273
$135K 0.05%
+78,266
274
$131K 0.05%
+15,616
275
$121K 0.05%
+238